Experience truly integrated wealth management
About us
At Prosperity – An EisnerAmper Company – we specialize in holistic wealth management for successful individuals, owners of closely held businesses, and generational financial planning for their families.
Our goal is to drive your long-term financial success through tax-efficient planning, personalized financial strategies, and objective investment advice.
We understand that effective wealth management goes beyond financial expertise - it requires a deep understanding of your unique circumstances and family dynamics. By taking a collaborative approach, we address challenges, uncover new opportunities, and deliver customized solutions tailored to your objectives, putting you on a path to lasting success.
Essential questions for strategic wealth planning
- Does your financial strategy blend and leverage your personal and business assets?
- Do you have a dedicated team that works specifically with high net worth investors?
- Do you have a plan in place to grow and protect your accumulated wealth, while minimizing the effect of taxes?
- Are you focused on the big picture and thoughtfully working toward strategic goals?
News
Prosperity was named by Accounting Today as a “Top Firm for Assets Under Management” ("AUM").
Michele Martin, has been named to Finance & Commerce’s prestigious list of “Top Women in Finance” for 2023.
Contact Us
We’re here to help you achieve your financial goals. Schedule a consultation today.
Our Team
Our advisors have years of experience and knowledge in the financial service and accounting industries.